MACLEAN CAPITAL ADVISORS, LLC
Adviser information for MACLEAN CAPITAL ADVISORS, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 149 | $161.4M |
| Non-Discretionary | 0 | $0 |
| Total | 149 | $161.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 66 | $14.4M |
| HNW Individuals | 73 | $137.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 10 | $9.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121021 |
|---|---|
| SEC ERA File Number | 801-121021 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156978 |
| Legal Entity Identifier | None |
Principal Office
74900 US HIGHWAY 111STE 224
INDIAN WELLS
CA
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: 760-636-4593, Fax: 760-636-4594
Chief Compliance Officer
BRETTE MACLEAN
MANAGING MEMBER, VICE PRESIDENT
74900 US HIGHWAY 111
SUITE 224
INDIAN WELLS
CA
United States
Tel:
760-636-4593
Fax:
760-636-4594
B*****@*****************M
(Full email address available in API data)
Regulatory Contact
CHRISTIAN MACLEAN
MANAGING MEMBER
74900 US HWY 111
SUITE 224
INDIAN WELLS
CA
United States
Tel:
760-636-4593
C********@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MACLEAN, CHRISTIAN, A | Individual | – | MANAGING MEMBER | 03/2011 | 50-75% |
| MACLEAN, BRETTE, HELBIG | Individual | – | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | 03/2011 | 50-75% |